Comment by hajile

1 year ago

This lawsuit scared away any future startups from using ARM technology if they want the option to be acquired. This in turn means that all the awesome new chip IP is going to be designed for some other ISA and that's almost certainly RISC-V.

Meanwhile, Qualcomm's ALA expires in 2033. They will almost certainly have launched RISC-V chips by then specifically because they know their royalties will be going WAY up if they don't make the switch.

ARM has been a shambles for years since acquisition by Softbank in 2016. The China subsidiary went rogue and had to be dealt with at a time when they were considering an IPO. This has Oracle Java like lessons learned waiting to be written, sprinkled with Intel-like market position squandered. Or even the methane producing pig farmer in underworld in Mad Max Beyond Thunderdome.

  • > The China subsidiary went rogue

    Expecting to get something out of the China market is unwise. I think there's plenty of evidence that this sort of stuff is de rigeur. Until recently you had to have a Chinese partner with 51% of the shares. What do you think is going to happen?